Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,868,549
+$531,130 QoQ
Shares Held
11,695
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#449
of 1,214 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KIRTLAND HILLS CAPITAL MANAGEMENT, LLC holds $23,897,654 across 7 Software - Infrastructure names. NET ranks #5 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
50,554 | $5,898,135 | |
| 2 | MSFT |
Microsoft Corp
|
14,550 | $5,427,441 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
24,056 | $4,589,523 | |
| 4 | PANW |
Palo Alto Networks Inc
|
10,003 | $3,411,223 | |
| 5 | NET |
Cloudflare, Inc.
This page
|
11,695 | $2,868,549 | |
| 6 | ORCL |
Oracle Corp
|
8,509 | $1,246,993 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,967 | $455,790 |
All Filings in NET
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,868,549 | 11,695 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,337,419 | 11,328 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,068,694 | 10,493 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,213,925 | 10,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,795,369 | 9,168 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $664,758 | 5,899 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||